by Munn Gray & Associates | May 31, 2023 | Financial Planning, Helpful Resources, taxes, Uncategorized
Retirement Planning for Small Business Owners Owning a business is the dream of many Americans yet with the plethora of potential problems that can risk the success of your business’ future, banking on the sale of your business as a retirement plan poses a lot of...
by Laura | Apr 26, 2023 | Health & Wellness, estate planning, Helpful Resources
Like with most medical issues, cognitive impairment is something that no one wants and that no one can predict. Family history, substance abuse, and lifestyle choices can give us general probabilities of one’s susceptibility to these diseases but even the most...
by Munn Gray & Associates | Nov 8, 2022 | Financial Planning, Financial Journeys, Helpful Resources, Long Term Care
We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
by Munn Gray & Associates | Jan 4, 2022 | Financial Planning, Budgeting, Financial Journeys, Helpful Resources, Retirement
It is never a bad idea to begin planning for retirement, no matter what stage of life you are in. Today is when all those small decisions about retirement can start having a big impact on your future self. It is important to remember that it is never too soon to plan...
by Munn Gray & Associates | Dec 29, 2021 | Articles of Interest, Financial Planning, Helpful Resources, Retirement
A 401k is a retirement account that you can open with your employer for savings. The goal of this type of account is to continue to save over time to help support your future retirement. You may not know what all goes into a 401(k) plan. That doesn’t mean you...
by Munn Gray & Associates | Dec 22, 2021 | Financial Planning, Helpful Resources
Fiduciaries are tasked with managing a client’s investments to make sure they’re being used properly and wisely so that their clients’ well-being comes first. They act in your interests when it comes to managing money or property on behalf of the two...
